Set up for yourself
Works on all plans. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.
In Attio
Nothing to prepare. You sign in with your own Attio login.
In Jamie
- Open Settings → Agent → Connectors
- Find Attio and click Connect
- In the popup, sign in to Attio and approve access
Set up for the workspace (admins only)
Needs the Team or Enterprise plan. Only workspace workflows use this connection. Jamie signs in with an Attio access token and uses its own Attio connector, which can do more with meetings.In Attio
- Sign in as an Attio admin. Only admins can create access tokens
- Open Workspace settings → Developers and create an access token for Jamie. See Attio’s guide to access tokens
- Choose the token’s permissions. Attio calls them scopes. They decide what workflows can read and write
- Copy the token
In Jamie
- Open Settings → Agent → Connectors
- Find Attio and click Connect
- Choose Connect for the workspace. If you already connected Attio for yourself, click Connect for the workspace on the second Attio row instead
- Paste the token into Attio access token and click Save Attio key
What Jamie can do
Jamie can:- Find people, companies, and deals, and read their details and notes
- Add or update notes, such as a meeting summary
- With the workspace connection, save a meeting as a native Attio call, with the full transcript
Disconnect
- Your own connection. Open Attio in Settings → Agent → Connectors and click Disconnect Attio.
- The workspace connection. Open the Attio row that says Connected for the workspace. Under Workspace connection, click Disconnect. Workspace workflows that use Attio pause. They start again when a workspace admin connects Attio again.